Job Description
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team:
The Associate Director appointment will join our Milton Keynes financial planning team and contribute towards our stretching growth plans. You will be part of a team of 6 planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, the main focus of the role will be to provide a local market presence and to focus on winning new clients.
What You'll Do:
1. Bring or develop a presence in the local marketplace and have a plan of how to win new clients.
2. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.
3. Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued
4. Provide appropriate financial planning advice to Forvis Mazars LLP and externally refer...